Coaches in training: Helping clients achieve their personal and professional goals is what coaching is all about. However, there might come a time when you notice a client struggling with issues that coaching alone can't fully address. This situation calls for a delicate but essential step: referring them to therapy. The International Coaching Federation provides a guide by Hullinger, A. M. and DiGirolamo, J. A. (2018). Referring a client to therapy: A set of guidelines that you may refer to.
In this post, I hope to extract and summarise some of the pointers from the white paper on how coaches can identify when a referral is appropriate and how to navigate that conversation effectively while ensuring a supportive relationship.
Understanding the Difference Between
Coaching and Therapy
Both coaching and therapy serve important but distinct roles in personal development. Coaching generally focuses on helping clients set and achieve specific goals, enhance their performance, and develop skills. This is particularly beneficial for individuals who are generally functioning well but want to improve certain aspects of their lives.
In contrast, therapy deals with deeper emotional and psychological challenges. Therapists are equipped to handle issues such as mental health disorders, trauma, and major life crises. According to the Anxiety and Depression Association of America, nearly 20% of adults in the U.S. experience an anxiety disorder, which can interfere with their day-to-day life and hinder their ability to engage in coaching effectively.
Recognizing these distinctions allows coaches to assess their clients' needs more accurately. If a client expresses feeling overwhelmed by distress, or discusses ongoing issues such as anxiety or depression that seem unresolvable, it may be time to consider a referral to therapy.

Signs That a Referral May Be Necessary
Knowing when to refer a client to therapy is crucial. Here are some clear signs that indicate a referral may be in order:
Persistent Emotional Distress: If a client consistently shows signs of significant emotional pain, like prolonged sadness, irritability, or anxiety that disrupt their daily activities, it's a strong signal for referral.
Awareness of Mental Health Issues: When clients openly acknowledge problems with anxiety, depression, or other mental health concerns, suggesting they see a therapist should be considered.
Struggles with Goal Achievement: If your client is having trouble making progress toward their goals, it may signify underlying issues better addressed in therapy.
Behavioral Changes: Noticeable shifts in behavior, such as social withdrawal or significant mood swings, are indicators that a referral is needed.
Mention of Substance Abuse or Self-Harm: If a client talks about substance abuse or self-harm, it’s critical to encourage them to seek immediate professional help.
Understanding these signs and approaching them with sensitivity is vital. Use compassion while discussing these matters to ensure the client feels safe and supported.

How to Make a Referral to Therapy
Referrals should be made thoughtfully. Follow these steps to guide the conversation:
Choose the Right Time: Find a quiet and private moment to bring up the idea of therapy. Ensure the setting feels secure and comfortable for the client.
Express Genuine Concern: Start the dialogue by sharing your genuine concern for the client's well-being. Use "I" statements, such as “I’ve noticed you seem overwhelmed lately, and I care about your well-being.”
Explain Therapy: Provide clarity on what therapy involves. Highlight how it differs from coaching, emphasizing that therapists can offer deeper insights and coping strategies for emotional challenges.
Normalise Seeking Help: Make it clear that many people benefit from therapy. Explain that seeking help is not a sign of weakness but rather a courageous step towards well-being.
Provide Resources: Be ready with a list of recommended therapists, including their specialties. Accessible resources can make the referral process smoother for clients.
Follow Up: Check in after the referral is made. Ask how they feel about it and offer continued support as they make this transition.
By helping clients transition to therapy, you not only look out for their health but also strengthen the coaching relationship. This approach builds trust and fosters an environment of care.
Empowering Change and Growth
Referring coaching clients to therapy can be one of the most important steps you take in your practice. By noticing the signs that indicate a client needs more help and approaching the referral process with thoughtfulness, you enhance their well-being.
Maintaining an open dialogue and a supportive atmosphere throughout this process is essential. The aim is to empower clients as they navigate their paths to personal growth and development. Recognising when professional help is necessary and facilitating that transition can greatly contribute to holistic well-being and personal progress.
Comments